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Building 2CARILLON ADVISORS, LLC

Map pinBEAVERCREEK, OH
Phone937-203-3460
NotebookSEC #801-120354
Total AUM
$93.4M
Employees
2
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 HARBERT DR
BEAVERCREEK
OH 45440
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
937-203-3460

ReceiptFinancials

Total AUM
$93.4M
Accounts
136
Discretionary
$92.5M
Accounts
132
Non-Discretionary
$835.6K
Accounts
4

ContactClients

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Individual Clients
20
AUM
$4.6M
HNW Individual Clients
26
AUM
$66.4M
Pension/Profit Sharing Plan Clients
3
AUM
$22.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Regulatory ProceedingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
OHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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